To The Moon

$Apple(AAPL)$ Apple is reportedly planning its most extensive hardware lineup ever for 2027. It's the kind of roadmap that immediately draws attention in the tech space. From what's being outlined: - Multiple product cycles could converge into a single, heavy release window. - New iPad Pros and a redesigned entry-level MacBook Pro are on the list. - The M7 chip is being fast-tracked, potentially skipping the higher-end M6 Mac lineup entirely. - A second-gen iPhone Air and an anniversary iPhone are in the pipeline. - A foldable iPhone and Apple's first smart glasses are also reportedly under discussion. If even a portion of this materializes, it would signal a clear shift for Apple back towards a more aggressive product cycle. It's not just ab

$Apple(AAPL)$ The revenue decline wasn't a surprise, and that's why the stock fell from $400 to $145. With stronger earnings consistency now, a move back to $260 seems realistic.

$Nike(NKE)$ $Apple(AAPL)$  $Amazon.com(AMZN)$ Private equity with Apple/Cook and especially Amazon might take a significant chunk and invest in NKE ads, a natural sales inventory outlet. I expect it to crack 50+ this week! Consider getting long before EPS tomorrow. Tim bought at much higher prices, and there's no way this isn't a $75 stock within a year.

$Microsoft(MSFT)$ Up nearly 6% on Friday and people are crying about a 1% drawdown.

$Microsoft(MSFT)$  You don't buy the exact low. That takes luck. You buy the zone. Currently, MSFT has been selling off for 14 days. It's been in the capitulation zone for several days now, and the selling pressure looks exhausting. It may take another couple of days, but MSFT has always reversed and moved higher after a correction. We are in the latter stages of this correction. We are in the process of flushing out weak hands. This is not a fly-by-night company. For those who bought near the highs, it's tough, but these are low levels. You don't sell at the lows; you consider buying. Doesn't matter if you don't catch the absolute bottom. After 14 days of selling, we are near the end of this move.

$Amazon.com(AMZN)$ Currently operates around 9GW of power capacity. $Microsoft(MSFT)$  is around 5GW. $Alphabet(GOOGL)$  is also near 5GW. $IREN Ltd(IREN)$  currently has about 5.8GW of contracted power. On a relative basis, that puts IREN in the same conversation as some of the largest hyperscale operators when it comes to power-backed AI infrastructure exposure. The key takeaway is scale: in AI, power capacity is becoming a direct proxy for future compute growth. As demand for data centers accelerates, contracted power becomes a strategic asset rather than just an operating input. That's why

$Apple(AAPL)$ Low investor expectations create a favorable setup for a narrative re-rating. A polished AI platform and a clear Agentic vision could push valuation to $365-$385, with upside to $440.

$NVIDIA(NVDA)$ Bulls can look forward to this: NVIDIA has historically had strong performance in July, posting positive returns in each of the last ten years with an average gain of around 10.7%.

I've been paying a bit more attention to $Microsoft(MSFT)$  lately. One data point really stood out to me. The last time Microsoft traded around 20x forward earnings, the stock went on to return 200%+ over the next two years. Does that mean it'll happen again? Of course not. But Microsoft today is arguably an even stronger business than it was back then. • Azure continues to benefit from AI demand • Copilot is becoming part of enterprise workflows • Cash flow and the balance sheet remain best-in-class I'm not in a rush to call the bottom, but when one of the highest-quality companies in the market starts looking reasonably valued, I pay attention instead of looking away. I'm slowly building my watchlist here.

$ServiceNow(NOW)$ $Microsoft(MSFT)$  People should remember that from 2021 to 2022, Nvidia was down nearly 50%, and since that drawdown, it's now up around 1,700%... If you panicked and sold during that drop, you missed a substantial part of the gains. I realize that period coincided with a massive Fed rate hike cycle, but these software companies aren't dead. Money is currently rotating to other parts of the market, but it will eventually cycle back.